Fiscal Analyst

FULLERTON JOINT UNION HIGH SCHOOL DISTRICT

FISCAL ANALYST

BASIC FUNCTION:

Under the direction of the Director of Fiscal Services, perform complex fiscal, budgeting and reporting activities for the District. Assist with the planning, organizing and bookkeeping duties of the Business office. Provide technical assistance to school sites and District office departments regarding accounting, budgeting and reporting functions. 

EXAMPLES OF ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Perform professional accounting work in accordance with a prescribed accounting system and Governmental principles of accounting. 

• Initiate journal entries and budget transfers, reconcile monthly bank statements, post receipts and disbursements.

• Balance District general ledger accounts and a variety of fund ledger accounts with County records; and make corrections as needed. 

• Review financial and accounting records for accuracy, completeness and compliance with standards. 

• Prepare, input and coordinate financial transactions required by county data systems in relation to District financial activities.

• Maintain ledger account numbering system; assign new account numbers as needed, prepare, review and correct school and department budget and expenditure transfers; monitors budget on County data system and make updates through online data processing system; verifies account numbers and related information.

• Maintain up to date budgets for the General Fund, other Funds and school site discretionary budgets as assigned throughout the fiscal year. 

• Analyzes budget documentation to assure that expenditures to date are not exceeding appropriations and that expenditures are properly charged; assists in the development and implementation of new or revised procedures and forms to assure efficiency and legal compliance.

• Collaborate and provide a variety of information and technical guidance to District office, school site, and other personnel regarding budgets, accounts and related information.

• Assists in the preparation of a variety of comprehensive financial statements for the Business department and the Board of Trustees; prepares and maintains financial claims, records and reports for various accounting areas.

• Prepare and submit internal and external financial and statistical reports and claims as required and assist auditor in annual audit process. 

• Oversee or personally perform the more complex operations involved in the payment of District obligations. 

• Provide guidance for general ledger clerical staff in the areas of Accounts Receivable, Accounts Payable, Student Body Funds and Food Services.

• Review and approve AP, AR batches, budget transfers and Purchase requisitions. 

• Set up and maintain subsidiary ledger on fixed assets; reconcile District accounts to County transaction summary for each fund.

• Devise, set up and implement improvements in forms and procedures and consult with supervisor on matters of policy. 

• Assist with labor negotiations budgetary impact calculations, and the preparation of AB1200 reports. 

• Establish and maintain cooperative relations with others. 

KNOWLEDGE AND ABILITIES:

KNOWLEDGE OF:

• Accounting and fiscal systems, policies, procedures and practices.

• District accounting and fiscal operations.

• Record-keeping techniques.

• District organization, operations, policies and objectives.

• Applicable sections of State Education Code and other applicable laws.

• Interpersonal skills using tact, patience and courtesy.

• Operation of a computer, and advanced skills in Microsoft Word and Excel.

• Technical aspects of field of specialty.

• Computer applications to business and accounting functions.

ABILITY TO:

• Maintain a variety of fiscal records, accounts and funds.

• Analyze and resolve problems and draw accurate conclusions.

• Perform professional and technical accounting work involved in preparation and maintenance of financial records.

• Prepare clear and accurate financial statements.

• Work independently with little direction.

• Establish and maintain effective working relationships with others.

• Analyze situations accurately and adopt an effective course of action.

• Meet schedules and timelines.

• Plan and organize work.

• Work confidentially and with discretion.

• Communicate effectively both orally and in writing.

• Read, interpret and follow rules, regulations, policies, and procedures.

• Complete work with many interruptions.

EXPERIENCE/TRAINING/EDUCATION:

Any combination equivalent to:

• Completion of two years of college in accounting or related field with A.A. degree, supplemented by business education courses such as finance and business math. 

• Bachelor’s degree in related field from 4 year college desirable.

• Three years of increasingly responsible and varied financial recordkeeping experience and experience in data entry systems, preferably in public schools.